Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2026-03-18 00:00:00 ET · period of report 2026-03-16 · accession 0001628280-26-019303 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2026-03-18 | 2026-03-16 | HFWA | Chalfant Tony | EVP Chief Credit Off | M - OptEx | $24.89 | +3,128 | 21.1K | +17% | +$77.9K |
| D | 2026-03-18 | 2026-03-16 | HFWA | Chalfant Tony | EVP Chief Credit Off | F - Tax | $24.89 | -583 | 22.4K | -3% | -$14.5K |
| DM | 2026-03-18 | 2026-03-16 | HFWA | Chalfant Tony | EVP Chief Credit Off | M - OptEx | $24.89 | -3,128 | 1,228 | -72% | -$77.9K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-03-16 | M | A | 992 | $24.89 | 22,998 | D | — | — | |
| 2 | Common | Common Stock | 2026-03-16 | F | D | 583 | $24.89 | 22,415 | D | — | — | |
| 3 | Common | Common Stock | 2026-03-16 | M | A | 176 | $24.89 | 22,006 | D | — | — | |
| 4 | Common | Common Stock | 2026-03-16 | M | A | 733 | $24.89 | 21,830 | D | — | — | |
| 5 | Common | Common Stock | 2026-03-16 | M | A | 1,227 | $24.89 | 21,097 | D | — | — | |
| 6 | Derivative | Performance Share Units | 2026-03-16 | M | D | 176 | $24.89 | 0 | D | $0.00 · 2028-03-15 to 2028-03-15 | 176 Common Stock | (F3) PSU 2025 (F4) Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. |
| 7 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 733 | $24.89 | 0 | D | $0.00 · 2024-03-15 to 2026-03-15 | 733 Common Stock | |
| 8 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 992 | $24.89 | 1,985 | D | $0.00 · 2026-03-15 to 2028-03-15 | 992 Common Stock | (F5) RSU Grant February 2025 (F6) Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. |
| 9 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 1,227 | $24.89 | 1,228 | D | $0.00 · 2025-03-15 to 2027-03-15 | 1,227 Common Stock | (F1) RSU Grant February 2024 (F2) Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. |